Workday, Inc. (WDAY) fell sharply on Thursday, dropping 9.42 percent, or $17.81, with shares trading at $171.31.The decline comes possibly due to broader pressure on enterprise software stock executive news in the sector, including Workiva's appointment of a former Workday executives Scott Herren and Mark Peek to its board.The stock opened at $178.73 after closing at $189.12 in the prior session on the Nasdaq. During the day, shares traded between $169.01 and $179.99. The bid was $162.64, while the ask sto ...

Group 1 - Datadog's stock price decreased by 8.1% [1] - Atlassian's stock price fell by 11% [1] - Workday's stock price dropped by 10.3% [1] - CrowdStrike's stock price declined by 7.3% [1] - Intuit's stock price decreased by 7.3% [1] - Adobe's stock price fell by 4.5% [1] - Zscaler's stock price dropped by 7% [1]

Core Viewpoint - Automatic Data Processing, Inc. (ADP) is facing challenges in its growth potential due to high valuation and slowing employment trends, despite reporting a revenue increase in its recent financial results [2][3][6]. Financial Performance - For the quarter ending December 2025, ADP reported a revenue of $5.36 billion, reflecting a 6.2% increase from the previous year, but it fell short of the Zacks Consensus Estimate of $5.38 billion, resulting in a negative surprise of 0.47% [4]. - ADP's earnings per share (EPS) for the same quarter was $2.62, surpassing the consensus estimate of $2.58, indicating a positive surprise of 1.62% and growth from the previous year's EPS of $2.35 [4]. Market Position - ADP's current stock price is $254.28, showing a slight decrease of 0.09% or $0.23, with a trading range between $248.30 and $255.73 today [5]. - The company's market capitalization is approximately $102.8 billion, with a trading volume of 1,945,350 shares on the NASDAQ exchange [5]. Analyst Sentiment - Jefferies has maintained an "Underperform" rating for ADP, citing concerns over its high valuation of 22 times earnings and mid single-digit growth potential [2][6]. - The skepticism regarding ADP's Q2 report suggests that analysts do not expect significant share price boosts in the near term [2].

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q4 2025 investor letter. A copy of the letter can be downloaded here. In Q4 2025, the Polen Focus Growth strategy delivered a -1.37% gross return, underperforming the Russell 1000 Growth Index (+1.12%) and the S&P 500 (+2.66%), as concentrated mega‑cap leadership and AI valuation concerns drove market volatility. The fund faced headwinds from market rotation and valuation pressures but remained disciplined in its investment approach, fo ...

Workday (WDAY) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a changing ...

Core Insights - Joveo has announced a Workday Design Approved integration for its programmatic job advertising platform, enhancing recruitment marketing capabilities for organizations using Workday [1][2] Group 1: Integration and Capabilities - The integration allows Workday Recruiting customers to utilize Joveo's AI-driven job advertising and application optimization features, improving hiring efficiency and reducing media spend [2][3] - Joveo's platform provides actionable insights by unifying signals across recruitment marketing, application flow, and hiring stages, enabling talent leaders to identify effective strategies and areas for optimization [2][3] Group 2: Company Background and Offerings - Joveo is recognized as a global leader in AI-powered recruitment marketing, focusing on maximizing efficiency and ROI while improving hiring outcomes [5] - The platform combines programmatic job advertising, application optimization, and unified analytics to enhance time-to-hire and cost-per-hire metrics [5][6] Group 3: Market Position and Client Base - Currently, over 35 Workday Recruiting clients are leveraging Joveo's job advertising solutions, indicating a strong market presence and partnership with Workday [2] - The integration aims to streamline the candidate journey, optimize job application processes, and improve conversion rates from impression to hire [6]

Core Viewpoint - Workday CEO Carl Eschenbach addressed concerns regarding artificial intelligence negatively impacting software business models, asserting that the narrative is exaggerated and that AI serves as a positive force for the company [1]. Group 1: Company Performance - Workday shares experienced a decline of 17% last year and have further decreased by 15% since the beginning of 2026 [2]. - The company's third-quarter earnings report revealed disappointing subscription revenue guidance, which raised concerns among analysts and investors [2]. Group 2: Industry Context - There has been a recent sell-off in software stocks due to fears that emerging AI tools could disrupt the sector and threaten established business models that have historically generated significant profits [1].

Core Viewpoint - Workday's stock price has experienced a significant decline, reaching a low of $180, marking its lowest level since May 2023, and has plunged by 40% from its highest level in February 2024 [1] Company Summary - Workday's stock price fell to $180, which is the lowest since May 2023 [1] - The stock has decreased by 40% from its peak in February 2024 [1]

By integrating stablecoin payroll on Polygon, @useToku plugs directly into existing HR and payroll systems, like ADP, Workday, and Gusto, so companies can move onchain without changing workflows or introducing new risk.> Companies fund payroll in stablecoins on Polygon> Polygon provides the rails for a secure, onchain settlement layer> Toku handles compliance, tax reporting, and employee payouts worldwide ...

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